Financial Planning Sales Support Administrator / PA
HNW, fee based London IFA practice requires an experienced financial planning sales support administrator with well developed PA / secretarial skills to join their City based office in a key administration role.
Working alongside the IFA’s and small, highly experienced team of sales support staff you will be assisting with client work in addition to produce all letters/reports that go alongside the financial planning process.
Strong organisational and interpersonal skills are essential as well as an audio typing speed of at least 50 wpm and a good knowledge of all standard MS Office packages.
Previous IFA Administration experience is essential.
Any progression with the FPC exams is an advantage but is not essential.
Hillman Saunders Ltd is acting as an Employment Agency in relation to this vacancy.
Important notice: It is unlawful to employ a person in a UK-based job who
does not have permission to live and work in the UK. Please make yourself aware of how
immigration laws apply to your situation before applying for a job on careers and jobs UK.
More Information availiable from www.ind.homeoffice.gov.uk
Warning: There is no need to provide your bank account details when applying for
a job on careers and jobs UK. Jobseekers should never supply bank account details or any other financial
information by email. If you see a vacancy on careers and jobs UK, and the advertiser requests bank account
details please contact us.
Receive Financial Planning Sales Support Administrator / PA jobs via email
Similar Jobs to Financial Planning Sales Support Administrator / PA
Location: Nottingham |
Salary: £25000 per annum |
Job type: Contract
Sales Support Administrator - NOTTINGHAM Based in the Nottingham area you will be expected to undertake day-to-day client administration and provide general technical support to the Financial Services Sales team. You ...
Location: Lancashire |
Salary: £21000 per annum |
Job type: Permanent
Sales Support Administrator Experienced Financial Services Sales Support Administrator. Duties will include new business processing, servicing existing business, valuations, liaising with clients and providers, conducting research, some aspects of report writing ...
IFA Administrator - SURREY Our client a leading national IFA require a Sales Support Administrator to join their team and work closely with consultants across a varied high NET worth private ...
Location: Surrey |
Salary: £18000 - £25000 per annum + pension/DIS/critical illness |
Job type: Permanent
IFA Sales Support Administrator We are recruiting for a highly respected and established firm of Independent Financial Advisors who are now looking to recruit an additional Financial Services/IFA Sales Support Administrator ...
Location: Devon |
Salary: £16000 - £16500 per annum |
Job type: Permanent
Sales Administrator We are looking to recruit a sales administrator to work in Cullompton, Devon. Monday-Friday 9.00-5.00 This role will involve working in a small friendly team. Duties will include: Dealing ...